Services
Whatever phase you are at, our plan-based approach can help you at every stage of your financial journey. At AZ, it all begins with understanding your needs and creating a plan for how to get there.
Get Started Investing -
Help on how to start investing is available; interact with our Certified Financial Planners, Accredited Wealth Advisors, Investment Managers. Tell us what you want to accomplish so we can help you achieve your financial goals. Once we understand your goals, we can show you ways to get started or help accomplish your goals. As your needs change, we can revisit your strategy to help you stay on track. Backed by AZ’s legendary service and convenient locations, we're ready to start the conversation.
Build, Manage, and Preserve Your Wealth
Individuals, families and organizations with wide-ranging, and often complex, financial needs know they can count on AZ Private Wealth Management Team, for the highest level of insightful solutions, disciplined planning and investment management. Best suited for those with investable assets of $750,000+.
Our process starts with the development of a personal plan – your strategy to help you achieve your financial goals while managing and preserving the assets you've worked so hard to build. As part of your plan, you'll receive investment opportunities developed exclusively for you, your risk tolerance and future goals. As your financial needs and personal goals change throughout your life, we'll review your plan to make sure you're on track and adjust our strategies to help get you there.
Investment Management
The depth of resources you expect, the personalized attention you deserve.
Your dedicated AZ Wealth Investment Advisor is committed to customizing strategies to meet your financial needs and objectives. Your investment portfolio is structured based on an in-depth understanding of your goals, tax situation, time horizon and feelings about risk. As markets ebb and flow, we’ll adjust your investment mix to keep it aligned with your strategy, in an effort to identify opportunities while managing your risk.
Depending on your investment goals and needs, you will have access to:
- A dedicated Investment Advisor
- Professional money management
- Personalized asset allocation and consulting
- In-house due diligence of money managers, mutual funds and ETFs
The role of your dedicated Investment Advisor:
- Create your investor profile that reflects your goals, timeline and risk tolerance
- Develop your personalized asset allocation plan
- Help you select professional money managers who align with your investment goals and risk tolerance
- Build a diversified portfolio based on your needs for growth, income, lower volatility or tax efficiency
- Evaluate and monitor your portfolio
Investment
Management
High-Calibre Service & Integrated Financial Solutions – We offer a wide range of capital market products and services to, individuals, corporate, government and institutional clients, who choose us for our innovation, execution and experience.
Investment Approaches
– Sustainable Investing
– Factor-based Investing
– Systematic Investing
– Liquidity Investing
– Alternative Investments
– Fundamental Equities
Invest in the Financial Markets
Invest in money markets and capital markets financial securities
– Stocks/Shares
– Forex, Derivatives
– ETFs, Mutual Funds, Index Funds
– Seed Stocks
– Bonds/ Fixed income products – Corporate bonds, savings bonds
Invest through Direct Participation
Through Private Equity Funds / Private Investment Funds
- in Energy-Sector Companies - Renewable energy, Oil and Gas exploration & production
- in Small and Medium Enterprises, Startup firms
- Real Estate, Real Estate Investment Trusts - REITs
I knew everything…been there, done that. She was in the moment,
I was in the past. She was mindful. I was mindless.
Financial Planning and Private Wealth Management
Our Accredited Financial Planners and AZ Wealth advisors, will help you develop a personalized ‘financial plan’, and ‘wealth management strategy’ that would balance your current needs, with your short and long term goals for tomorrow.
The Focus would be on :
- Budgeting and Saving
- Tax solutions and strategies
- Retirement planning
- Will and Estate planning
- Succession planning for Business Owners
Financial Planning
TD Wealth Advisors will help you gain access to the services all other TD specialists provide, which would all make positive contributions to building your networth and preserving your wealth
Private Wealth Management
Sustainable Finance & Corporate Transitions
Our Sustainable Finance & Corporate Transitions group provides Environmental, Social and Governance (ESG) advisory services to our worldwide client base across our Global Markets and Corporate & Investment Banking businesses.
Our representatives work closely with our clients to provide:
- Structuring and framework creation for green, social, and sustainability-linked products
- Advisory services on best practices and market standards for ESG integration in corporate strategy and reporting
- ESG due diligence for M&A and private equity transactions
Sustainable Finance & Corporate Transitions
Corporate & Investment Banking
Trust our experienced full-service global investment banking professionals to provide strategic advice and integrated solutions, tailored to meet your business' unique needs.
For leading market insight and strong equity placement capabilities, your business needs a trusted advisor with deep experience. Turn to us for our structuring expertise, broad investor networks and seamless execution.
Offerings include:
- Initial public offerings
- Follow-on primary and secondary issues
- Convertible issues
- Preferred shares
- Warrants and other equity derivatives
Equity Capital Markets
When your business is looking to raise debt globally, our team of seasoned professionals bring together skills and experience from across the international debt markets. Take advantage of our extensive networks, proven history of success and ability to exceed the needs of issuers around the globe.
Offerings include:
- Public and private debt offerings across all sectors and rating categories.
- Ratings advisory
- Sustainable financing
- Single asset and project financing
- Capital structuring
- Liability management
Debt Capital Markets
For access to top-tier lending and financing solutions, get help from a leading arranger and underwriter of corporate banking products in North America. Our fully integrated deal teams combine professionals from M&A, industry specialist groups, derivatives and debt and equity capital markets to effectively structure and execute transactions on your behalf.
Offerings include:
- Operating and revolving lines of credit
- Term loans
- Canadian and U.S. institutional term loans
- Acquisition financing
- Commercial paper backup facilities
- Refinancing, recapitalization and restructuring advisory services
- Leveraged finance
- High yield products
